Roles

Users are assigned a Role upon creation. Role assignments determine what data is made visible to the user within the system.

To create new Roles navigate to: System > Setup > Roles > Add

To customize permissions, select the desired modules. More detailed restrictions can be enabled by selecting: “Show module permission details?“. For example: a processor can have access to the banking module but isn’t given access to run reports on agent financials.

Provide a Role name and select Save

Adding Users

To add users navigate to: System > Users > Add

Complete the required fields then select a Role for the user, and Save

 

For instances where multiple companies are deployed (i.e. multiple TAX IDs) note that each user is unique to that individual company file.